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Legislative and reform update - SMSFs paper

Published on 29 Aug 19 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • pre election measures
  • increasing the maximum number of fund members
  • preventing inadvertent concessional contribution breaches
  • LRBAs and total super balance
  • three-yearly audit cycle for some SMSFs 
  • minor technical amendments.

 

Author profile

Peter Burgess
Peter is a previous Board Member and now full-time Technical Director of the Self-Managed Superannuation Funds Professional Association of Australia (SPAA). Peter is the chair of the SPAA National Conference Committee and has overall responsibility for the technical content delivered at SPAA events. Peter is also the author of SPAA's popular technical bulletin "Technically Speaking" which is issued monthly to SPAA members. Peter is a member of the ATO's NTLG Superannuation Technical Sub-Group, the ATO's Superstream working group and the ATO's SMSF Stronger Super working group. As a regular public speaker at industry conferences, Peter has established himself as an authority in the field of SMSF technical advice and education. He has also published a number of articles and accredited training material on the subject of SMSFs and is an adjunct lecturer with the University of Adelaide. Peter has an MBA from Adelaide University, a degree in economics and post graduate qualifications in superannuation management and finance. - Current at 24 September 2012
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This was presented at 2019 National Superannuation Conference .

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Individual sessions




Economic outlook: Implications for superannuation industry

Author(s):  Craig James

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